Online Services, Taxes

Get Your Social Security Benefit Statement

January 30, 2020 • By

Last Updated: January 30, 2020

" "Tax season is approaching, and we have made replacing your annual Benefit Statement even easier.  The Benefit Statement, also known as the SSA-1099 or the SSA-1042S, is a tax form we mail each year in January to people who receive Social Security benefits.  It shows the total amount of benefits you received from us in the previous year so you know how much Social Security income to report to the IRS on your tax return.

If you live in the United States and you need a replacement form SSA-1099 or SSA-1042S, simply go online and get an instant, printable replacement form using your personal my Social Security account.  A replacement SSA-1099 or SSA-1042S is available for the previous tax year after February 1.

If you already have a my Social Security account, you can log in to your account to view and print your SSA-1099 or SSA-1042S.  If you don’t have access to a printer, you can save the document to your computer or email it to yourself.  If you don’t have a my Social Security account, creating one is very easy to do and usually takes less than 10 minutes.

If you’re a non-citizen who lives outside of the United States and you received or repaid Social Security benefits last year, we will send you form SSA-1042S in the mail.  The forms SSA-1099 and SSA-1042S are not available for people who receive Supplemental Security Income (SSI) benefits.

With a personal my Social Security account, you can do much of your business with us online.  If you receive benefits or have Medicare, your personal my Social Security account is also the best way to:

  • Request a replacement Social Security number card (in most states and the District of Columbia).
  • Get your benefit verification letter.
  • Check your benefit and payment information.
  • Change your address and phone number.
  • Change your direct deposit information.
  • Request a replacement Medicare card.
  • Report your wages if you work and receive Social Security disability insurance or SSI benefits.

Visit our website to find more about our online services.

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About the Author

Mike Korbey, Deputy Commissioner for Communications

Mike Korbey, Deputy Commissioner for Communications

Comments

  1. Katherine Braun-Anderson

    My husband received his SSA-1099 for 2020, but the amount on it is incorrect. How does he get a corrected one? Exactly what number should he call or address to write to? Should he just return it to the Baltimore office that sent it with a note asking for a corrected one?

    • Vonda

      Hi Katherine, thanks for using our blog. Your husband can call his local Social Security office. Please look for the general inquiry telephone number at the Social Security Office Locator. The number may appear under Show Additional Office Information. Please be aware that our call wait times are longer than normal. We hope this information helps.

  2. TA

    I turned 65 on 1/1/21 and started receiving social security November 2020 along with Medicare part A and B in December 2020. I am trying to file my 2020 taxes but haven’t received my SSA-1099 as yet. I have an online account with my Social Security but the SSA-1099 is not available online in my account either

    • Vonda

      Hi TA. You may want to call your local Social Security office. Please look for the general inquiry telephone number at the Social Security Office Locator. The number may appear under Show Additional Office Information. Please be aware that our call wait times are longer than normal. We hope this information helps.

  3. Cristina Cabrales Marquez

    I set up my online but forgot my password. requested a reset code which I got within 10 day but did not work. I have been trying for a whole week to get in touch with some one I have been on hold for hours. then when a live person comes on it hangs up. How can I request my social security statement to be deliver via U.S. mail. I am only 51 and I need my husbands as well he is 61. Getting my info online was the worst thing I did. Please HELP.

    • Sue

      Hi, Cristina, thanks for using our blog. We apologize for your frustration. Please check out our Frequently Asked Questions webpage for details on how to get a Social Security Statement. If you and your husband would like to receive your Statements by mail, each of you should print and complete a “Request For Social Security Statement” (Form SSA-7004) and mail them to the address provided on the forms. You should receive your paper Statements in the mail in 4-6 weeks. We hope this helps.

  4. Candace Nishida

    My mom passed away in June of 2020 and her house was sold the same year. The mail is being forwarded to another address. Unfortunately, my mom’s SSA 1099 has not been received as of yet (i.e. 2/10/20). How can I get a timely copy?

    • Vonda

      We are very sorry for your loss, Candace. The SSA-1099 is mailed in January to the last address in our records and is intended for the spouse or executor of the deceased. If you do not have access to the mail at that address, the executor will need to call the local field office. Please look for the general inquiry telephone number at the Social Security Office Locator. The number may appear under Show Additional Office Information. Please be aware that our call wait times are longer than normal. We hope this information helps.

  5. Carol Shinn

    This year our statements have deduction for
    Part D as well as Part B.
    Who is this prescription plan from?
    We have know idea
    Does this mean we should have new cards?
    This doesn’t show on ours now.

    • Vonda

      For your security, Carol, we do not have access to private information in this venue. We ask that members in our Blog community work with our offices with specific questions. You can call us at 1-800-772-1213 for assistance or you can call your local Social Security office. Please look for the general inquiry telephone number at the Social Security Office Locator. The number may appear under Show Additional Office Information. Please be aware that our call wait times are longer than normal. We hope this information helps.

  6. David

    Still have not received 1099 from Social Security, in past years have received usually by second or third week of January. With the Unemployment fraud occurring due to the pandemic should I be afraid that the sensitive information on the 1099 could be compromised?

    • Vonda

      Hi David. Check out our Frequently Asked Questions web page on how to obtain a replacement 1099. You also may be able to request a replacement SSA-1099 by using our automated telephone service at 1-800-772-1213. You can conduct the automated services 24 hours a day. At the prompt, indicate that you’re requesting a replacement SSA-1099. We hope this helps.

  7. Mary m miller

    My husband received his 1099 for social security but I have not. In the past we have received them at the same time what do I do if I don’t get my 1099?

  8. Dolores Burns

    Is there some form mom can fill out so we can get her statement mailed so we have it for her Medicaid audit?

  9. FRANKLIN j JEWELL

    i have an account forgot my user name and password

    • Vonda

      Hi Franklin, thanks for using our blog. Check out our Frequently Asked Questions web page for details on how to retrieve or change your username or password.

  10. Dolores Burns

    I set up my mother’s social security online account years ago. I accidentally put wrong password in and called to have it reset. The lady at sicial security said that I would have to have my mom whom is 98 and in nursing home for last 4 years to okay it. I told the lady that I had all the answers to the questions they could ask and I was power of attorney along with my brother. She said no. What can i do? I need the 2021 statement so i can see what i will be paying nursing home in 2021.

    • Vonda

      Hi Dolores, thanks for using our blog. Because of privacy and security concerns, you will not be able to conduct Social Security business on behalf of your mother unless you are her representative payee. Having a power of attorney, being an authorized representative, or having a joint bank account with your mother does not authorize you to access information on her Social Security record. If your mother does not have a representative payee and she is not capable of managing and directing her Social Security benefits, you should consider applying to be her payee. To learn more about becoming a representative payee, you can read our publication, “A Guide for Representative Payees” or visit our Representative Payee webpage.

      You can call your local Social Security office to apply to be your mother’s representative payee. Please look for the general inquiry telephone number at the Social Security Office Locator. The number may appear under Show Additional Office Information. Please be aware that our call wait times are longer than normal. We hope this information helps.

      • Dolores Burns

        Is there some mom can fill out so we can get her statement mailed so we have it for her Medicaid audit?

        • Vonda

          Hi Dolores. Check out our Frequently Asked Questions web page on how to obtain a replacement 1099. Your mother also may be able to request a replacement SSA-1099 by using our automated telephone service at 1-800-772-1213. You can conduct the automated services 24 hours a day. At the prompt, indicate that you’re requesting a replacement SSA-1099. We hope this helps.

Comments are closed.